SOP 079: Create Quick and Beautiful Looker Looker Studio Dashboards and Reports
Create powerful reporting dashboards in a few minutes. Monitor the entire sales funnel of a business.
Last Updated / Reviewed: 07/25/2024
Execution Time: 30 minutes
🚀 Goal: To create a Looker Studio dashboard that saves time and stuns agency clients.
🤞 Ideal Outcome: Your Looker Studio dashboard is fast to build, personalized, and reports on useful and actionable data.
🤔 Why this is important: Reporting (especially when using data from multiple sources) can be a serious time drainer, creating a single report that automatically reports on your most important metrics in a glance can massively increase your productivity.
🧐 Where this is done In Google Looker Studio.
🗓️ When this is done: Every time you want to visualize data on Google Looker Studio.
👨 Who does this: The person responsible for Reporting or Analytics in your business.
__⚠️Prerequisites or requirements: __You need a Google Account.
Click here to get the most up-to-date version of this SOP
Select your template
Browse available Google Looker Studio templates. There are two great galleries you can browse from, it is recommended that whenever possible you go with the official ones since those have been pre-vetted by Google:
Select the template you would like to use:
Make a copy of the template and configure it
01▸ Click on the top-right icon “Make a copy” to make a copy of this template in your Google account:
02▸ Assign the right Data Sources to your new report by clicking in the dropdown:
03▸ Click “Create New Data Source”:
04▸ Select the Google Analytics connector:
05▸ Go ahead and Authorize the Google Analytics Connecter
06▸ After you have selected the GA connector, select the Google Analytics Property that you want to populate the data from and click "Connect".
You will be shown a list of fields that just became available within Looker Studio for you to use in your reports, you will not need to do anything with this for now, just click “Add to Report” in the top right corner:
07▸ Click “Copy Report”:
That’s it! Your new report is now available and using your own data:
Click ‘View’ to view and interact with your report, or ‘Share’ to share it with coworkers, partners, or clients:
Customize and personalize your report (optional)
Now that your report is ready and is working, you might want to do either or all of these:
01▸ Rename your report:
02▸ Personalize it (with your logo for instance):
03▸ Customize it (delete widgets you don’t need, add widgets you need):
04▸ Configure it to be sent through email to a list of contacts at a specified frequency:
Note: For a full explanation on how to edit reports you can find more detailed information here.